Associate, Client Success Manager

Morgan Stanley - Alpharetta, GA

Full-time - Entry Level

Alpharetta, GA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The position involves providing stock plan administration support for multiple corporate clients using the Shareworks platform. The role focuses on administering various equity compensation plans, ensuring compliance, and maintaining effective communication with clients and internal teams.

Responsibilities

• Provide stock plan administration support for multiple corporate clients using the Shareworks platform.
• Administer Stock Options, Restricted Stock Awards, and Performance Awards.
• Assist clients with the processing of new grants, exercises, releases, performance measurement applications, dividends, and deferrals.
• Assist clients with daily/monthly/year end reporting and requested Adhoc reporting.
• Help with reconciliation when needed.
• Ensure accurate and timely responses to all equity related inquiries and corrections internally and externally.
• Maintain and create event timelines and operating procedures with a focus on process improvements.
• Work with internal and external teams to ensure successful Compliance audits.
• Interface with client contacts, financial advisor team, service center, and internal operations.

Requirements

• Customer service experience helpful.
• Bachelor's degree preferred.
• CEP 1 a plus.
• Finance classes or Financial firm experience a plus.
• Good written and verbal communication skills necessary for interacting with clients and others throughout the organization.
• Ability to work well with others toward common goals.
• Ability to work in a fast-paced environment with periods of high volumes and pressure; need to be able to meet deadlines for daily, weekly, and monthly deliverables; prioritize workflow and critical issues.
• Proficient in Microsoft Office applications.
• Comfortable learning new technology.
• An understanding of the workings of the equity compensation business and/or a finance background is a plus but not necessary.